IMAX Imax Corp Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
06:29
02 сен
02 сен
Premium audiences boost IMAX China share
Premium formats grew 16% year-over-year while regular auditoriums were flat; IMAX's China market share reached just under 6% and about $110 million on less than 1% of screens, showing audiences are choosy but willing to pay for quality, with a strong upcoming film slate supporting momentum.
Выс.
20:22
24 авг
24 авг
Strong box office lifts IMAX, Cinemark.
Strong weekend box office is lifting movie-exhibition names: Spider-Man: Brand New Day brought in roughly $130 million domestic, the total box office rose about 64% year over year, and The Odyssey added more than $19 million; B. Riley's Drew Crum called the weekend's gains solid.
Низ.
01:25
11 авг
11 авг
Author questions whether IMAX is a cyclical fad like Dbox.
Author questions whether IMAX is a cyclical fad like Dbox, showing skepticism but no explicit position or directional call.
Низ.
21:00
10 авг
10 авг
IMAX essential for blockbuster movie success.
IMAX is increasingly integral to the global film ecosystem, with high visibility from a large theater installation backlog, a strong pipeline of blockbuster films committed through 2028, and new revenue streams like merchandising and film prints. These factors provide unusual earnings predictability and growth.
Выс.
20:11
06 авг
06 авг
IMAX thrives on 'Odyssey' blockbuster
IMAX is having one of its best years ever thanks to the blockbuster movie 'Odyssey' being filmed with IMAX cameras, showcasing the company's unique position in premium cinema experiences and driving its stock performance.
Низ.
19:03
05 авг
05 авг
The author expresses regret over fading IMAX, calling it the easiest play.
The author expresses regret over fading IMAX, calling it the easiest play, but this is past-tense reflection without a current position or forward call.
Низ.
22:00
03 авг
03 авг
Summer box office record boosts theater stocks.
Summer movie season is driving record box office, with Spider-Man achieving an all-time opening weekend. AMC stock rallied strongly and IMAX reached all-time highs. Hot weather and air-conditioned theaters are boosting attendance, and the positive momentum in movie theater stocks is expected to continue.
Сред.
17:07
03 авг
03 авг
IMAX box office demand at record highs.
The Odyssey is driving record-breaking IMAX demand, tracking nearly double Oppenheimer's performance and becoming a cultural event with sold-out shows through September and $60 million in advance ticket sales. July was IMAX's highest grossing month ever at $257 million global box office. The success demonstrates IMAX's luxury brand status and strong consumer appetite, with upcoming releases like Spider-Man continuing momentum.
Выс.
13:00
29 июл
29 июл
IMAX has long growth runway ahead.
IMAX, with a $2.5 billion market cap, is benefiting from massive blockbuster demand like The Odyssey and has multiple years of expansion potential as premium cinema experiences grow, giving the stock a long runway.
Сред.
10:33
28 июл
28 июл
Author frames IMAX as the premium theater beneficiary, but does not state ownership, buy/hold.
Author frames IMAX as the premium theater beneficiary, but does not state ownership, buy/hold, or another explicit actionable long.
Сред.
12:33
24 июл
24 июл
IMAX benefits from blockbuster-driven premium screen demand.
IMAX stock is a mega church trade driven by blockbuster releases like Nolan's Odyssey, which forces viewers into IMAX screens; shares hit all-time highs and the thesis was confirmed by a 15% straight-line rally after the movie opened.
Сред.
13:00
22 июл
22 июл
Nolan box office fuels IMAX profits
IMAX is Michael's biggest position because Christopher Nolan's films and the broader box-office rebound are driving massive premium-format ticket sales, with The Odyssey delivering the highest pre-sales ever and IMAX capturing 24% of tickets.
Выс.
22:24
20 июл
20 июл
IMAX expects record 2026 box office revenue
IMAX is on track for its best year ever in 2026, projecting $1.4 billion global box office. A slate of blockbusters shot with IMAX cameras—including The Odyssey, Spider-Man, Dune 3, Avengers, and a new Tom Cruise film—drives the outlook. The Odyssey's record $52 million IMAX opening supports the trajectory.
Выс.
21:05
20 июл
20 июл
Imax to have best year in 2026
Imax just had its highest-ever opening weekend with The Odyssey grossing $52M worldwide, nearly 50% above Oppenheimer. The company projects 2026 as its best year ever with a $1.4B global box office target, underpinned by a strong film slate (Spider-Man, Dune 3, Avengers, Tom Cruise film). Adoption of Imax cameras is rising, boosted by a new quiet film camera developed with Nolan that opens up new filming possibilities and will drive more content. This positions Imax for sustained premium theatrical demand and revenue growth.
Выс.
17:31
20 июл
20 июл
Reuters Breakingviews reports that the success of 'The Odyssey' may reduce the appeal.
Reuters Breakingviews reports that the success of 'The Odyssey' may reduce the appeal of potential suitors for IMAX.
11:44
20 июл
20 июл
Premarket movers report shows mixed Mag 7 stocks while AMC, Domino's Pizza.
Premarket movers report shows mixed Mag 7 stocks while AMC, Domino's Pizza, and several other companies rise on earnings beats, analyst upgrades, and deal announcements.
13:48
11 июл
11 июл
The author asks a hypothetical question about IMAX China being taken out in a sale scenario.
The author asks a hypothetical question about IMAX China being taken out in a sale scenario without stating a position or directional view.
Низ.
13:00
27 мая
27 мая
Holding IMAX for takeover premium
IMAX has received acquisition offers and I am holding the stock to wait for a potential bidding war. Movies are having a moment, and a takeover premium could provide upside.
Сред.
22:20
19 мая
19 мая
Long IMAX on brand and drawdown.
IMAX (IMAX) is a long. The stock is down 23% from highs, but the longer-term uptrend is intact, the brand is premier, and the future is bright. The drawdown presents an opportunity for long-term holders, though near-term catalysts are event-driven (movie grosses).
Сред.
22:31
13 мар
13 мар
"The fear that streamers would collapse windows, it looks like that threat is gone. Universal said they are committing to a 45 day window. You are seeing everybody say this industry is still strong." During the pandemic, the existential threat to movie theaters was that studios would release films directly to streaming. With major studios now officially recommitting to exclusive theatrical windows, the business model for theater operators is secure, allowing them to benefit from a recovering box office driven by new, original IP. Long theater operators and premium large-format cinema companies as the structural threat of day-and-date streaming releases evaporates. A severe consumer recession driven by inflation/gas prices could still keep audiences at home, regardless of exclusive theatrical windows.
18:22
06 мар
06 мар
Caller asks about IMAX in light of Paramount/Warner mergers. Cramer observes that IMAX theaters are "always packed" because they offer an experience people can't get at home. He credits CEO Rich Gelfond for the turnaround. LONG. A survivor in the challenged theater industry. Lack of blockbuster movie releases.
14:00
04 мар
04 мар
IMAX releases earned 58 Academy Award nominations and delivered 20% of the domestic opening for major films (up from 10% pre-COVID). The "Premium Experience" thesis is validating. As people go to fewer movies, they choose high-quality formats (IMAX) when they do go. The company is gaining market share despite a shrinking overall theater industry. Long via the "flight to quality" in entertainment. General decline in box office attendance.
23:24
10 фев
10 фев
IMAX is projecting its best year in history (2026) with record box office numbers driven by franchises like Avatar and Dune. This is the ultimate "HALO" stock. You cannot replicate the 70mm physical theater experience on a phone or headset. It is a physical destination event that is growing in popularity among younger demographics (25-34). LONG. The stock is working, guidance is strong, and it provides insulation from the AI narrative. A lack of blockbuster content in future slates or a general decline in cinema attendance.
Об аналитическом покрытии IMAX
Buzzberg отслеживает IMAX (Imax Corp) в 11 источниках. Бычьих сигналов: 16, медвежьих: 0, от 15 аналитиков. Сентимент преимущественно бычий (70%). Всего отслеживаются 23 торговые идеи. За последние 7 дней: бычьих: 1. Последние спикеры: Daniel Manwaring, Romaine Bostick, stocks_stones.